The Tech Strategy Podcast
A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia.
Tech Strategy offers:
-Deep dives into the strategies and business models of leading tech companies.
-Lessons on important digital concepts.
Lots more information available at Jefftowson.com and techmoatconsulting.com
To marketers, I do not have podcast guests.
This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.
Episodes
270 episodes
Can Agentic Ecommerce Finally Fix Tourism and OTAs? (270)
This week’s podcast is about the likely impact of agents on ecommerce. And specifically on tourism.You can listen to this podcast
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Season 1
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Episode 270
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35:46
AI Infrastructure Lessons from Our Visit to Huawei (269)
This week’s podcast is a summary of our visit to the Huawei AI Cloud exhibition in Shenzhen.You can listen to this podcast
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Season 1
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Episode 269
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37:13
What is the Cost of Maintaining the Correctness of a GenAI Service? (268)
This week’s podcast is about estimating the costs of providing GenAI products and services. And this is changing.You can listen to this podcast
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Season 1
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Episode 268
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45:33
Lessons from My Visits to Xiaomi, Unitree and iQIYI (267)
This week’s podcast is about my trip to Xiaomi, Unitree and iQIYI.You can listen to this podcast here, which has t...
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Season 1
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Episode 267
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43:39
For Agentic Ecommerce Focus on the ABCs (Advisors, Brokers and Concierges) (266)
This week’s podcast is about AI Agents transforming ecommerce. Likely all commerce.You can listen to this podcast
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Season 1
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Episode 266
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43:16
Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)
This week’s podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real.You can listen to this podcast
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Season 1
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Episode 260
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50:21
Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258)
This week’s podcast is about habit formation. And Gmail is a good example of a moderate version of this that can be copied.You can listen to this podcast
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Season 1
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Episode 258
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41:14
4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257)
This week’s podcast is about generative AI strategy. And it's my summary of some key points of Sangeet Choudary's book "Reshuffle: Who wins when AI restacks the kno...
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Season 1
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Episode 257
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44:45
Master These 4 Topics to Win in Digital (264)
This week’s podcast is a summary of my approach to digital strategy.You can listen to this podcast here, which has the slides...
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Season 1
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Episode 264
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33:12
How to Build an Agentic AI Operating Model (263)
This week’s podcast is a plan for building an Agentic AI operating model.You can listen to this podcast here, which has the slides and...
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Season 1
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Episode 263
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40:54
My Take-Aways from the Tencent AI Cloud Summit (262)
This week’s podcast is a summary of my visit to the Tencent Cloud Data Ecosystem Summit in Shenzhen.You can listen to this podcast
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Season 1
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Episode 262
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33:01
Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265)
This week’s podcast is the first in a series about AI infrastructure. Both capabilities and costs.You can listen to this podcast
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Season 1
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Episode 265
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49:50
My Playbook for Data-Empowered Operations (261)
This week’s podcast is a quick summary of how to use data in operations. You can listen to this podcast here, which ha...
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Season 1
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Episode 261
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33:31
My Playbook for Digital Growth (259)
This week’s podcast is about digital growth, which is really a process. It's a weekly grind to capture incremental growth as well and new waves.You can listen to this podcast
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Season 1
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Episode 259
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47:08
Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (256)
This week’s podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook.You can listen to this podcast
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Season 1
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Episode 256
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42:21
Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255)
This week’s podcast is about search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo.You can listen to this podcast
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Season 1
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Episode 255
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52:34
3 Lessons from My Visit to Tencent AI Cloud (254)
This week’s podcast is about my visit to Tencent AI Cloud in Beijing.You can listen to this podcast here, which has the s...
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Season 1
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Episode 254
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38:55
How Alibaba.com Re-Ignited Growth with the Alibaba Management Playbook (253)
This week’s podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018.You can listen to this podcast
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Season 1
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Episode 253
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42:07
How Amap Beat Baidu Maps. My Summary of the Alibaba Playbook. (252)
This week’s podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps.You can listen to this podcast
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48:27
5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats (251)
This week’s podcast is about scale advantages. Which are different than economies of scale.You can listen to this podcast
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Season 1
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Episode 251
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46:46
Strategies for Fragmented (and Other Highly Competitive) Industries (250)
This week’s podcast is about fragmented industries. And other industry structures that are overly competitive. It summarizes a lot of Michael Porter's writing on this subject.You can listen to this podcast
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Season 1
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Episode 250
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44:52
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3 Take-Aways from My Visit to Tencent (249)
This week’s podcast is about my visits to Tencent. Which is becoming much more about AI.You can listen to this podcast here, wh...
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Season 1
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Episode 249
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34:48
From Learning and Adaptation to Intelligence (248)
This week’s podcast is about learning and adaptation as a core capability. Which is becoming much more important with AI.You can listen to this podcast
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Season 1
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Episode 248
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42:01
